As a growing segment of our population ages, Elder Financial Abuse has proved to be a dangerous problem. Recently, Annex Wealth Management’s Director of Estate Planning Richard Behrendt wrote a compelling piece about elder financial abuse, giving helpful thoughts on...
Investment News turned to Annex Wealth Management’s Director of Estate Planning for insight in two separate articles recently. “The Most Important Part Of A Young Person’s Estate Plan” by Greg Iacurci focuses on the need for young people – anyone over 18 – to employ...
Annex Wealth Management has been named one of the nation’s top Registered Investment Advisors – again. An RIA is defined in the Investment Advisers Act of 1940 as a “person or firm that, for compensation, is engaged in the act of providing advice, making...
The recent death of Muhammed Ali, one of the world’s most popular celebrities, once again demonstrates the value of comprehensive estate planning. Ali, considered by many – including Ali himself – to be the greatest fighter of all time, left behind questions about his...
As a proud sponsor of the Vince Lombardi Cancer Foundation, Annex Wealth Management plays an active part in the Foundation’s annual golf outing and gala. The golf event attracts supporters from around the country, including both current and past members of the Green...
Annex Wealth Management’s estate planning attorney Rich Behrendt was recently quoted in several national publications about the unexpected death of pop megastar Prince. It appears that Prince died without an estate plan, which will likely cause chaos and confusion for...
